Overview of the Event Editor

This tutorial will give you an overview of your Event Editor.  

Your Event Editor is the tool you use when creating a new event or modifying an existing one.

First, you need to navigate your way to the "Events" page from the main menu

From here, you can either add a new Event or modify an existing one to access your Event Editor:

Once you’ve clicked to either add or edit an event, a new window will popup for you to add/edit the details of your event.

At the top of this window you'll see the different tabs you can access within the Event Editor:

• Details
  • Add / Update event details about the client, event, services / packages, pricing, notes, etc
• Payments
  • Track payments received and due dates, override default payment methods accepted, etc
• Staffing
  • Update staff assigned to the gig, etc
• Event Activity (list icon)
  • Access the Booking Checklist, Messages Log, or Changes Log
• Utilities (wrench / screwdriver icon)
  • Email/Text your client, staff, or yourself, Create invoices, Set the Autopilot Schedule, etc.

In the Details tab...

To add / update any field, simply hover over that section and click to edit the section.  Once you're done editing, click "Done".  NOTE: You still need to SAVE your changes.

In the Payments tab...

You can:

• Set client payment options
• Make note of what date the deposit and final balance was requested / received
• What payment method the client used
• And add any other payment notes you’d like to keep

In the Staffing tab...

This is where you review and add staff for a particular event.

In the Event Activity tab...

You can:

• Add deadlines and completed dates for your Booking Checklist items
• Access your Messages Log
• Access your Changes Log

In the Utilities tab...

In the COMMUNICATION section, you can send various types of emails (and/or SMS/text messages if you have the SMS Power-Up activated for your account)

In the AUTOPILOT section, you can configure your automation settings for this particular event

In the OTHER TOOLS section, you can:

• Create Invoices
  • used to send your clients a formal invoice
• Generate a PDF
  • Creates a printable PDF that you can take with you on the day of the event or keep for your records, including:
    • An ad-hoc message or choice of Standard Text
    • Booking details
    • Private admin notes
• Copy your Client Confirmation Form link
  • This is a confirmation form you can send to your client to provide any missing details, agree to your terms and make their first payment
• Copy a Booking Request Link
  • This generates a web link to a form which allows your client to review the booking and fill in any required missing details
• Google Calendar Sync
  • If you’ve set up your Google Calendar integration (found at Settings >Integration), here you’ll see confirmation of when this event was last synced with your Google Calendar, along with a button to "Re-sync" the event manually.

At the bottom, you'll find the Event Editor Toolbar:

This Toolbar includes:

• More Actions Button
  Clicking this reveals the More Actions Menu with options to "Trash" the event, or "Save without closing"
• Quick Event Preview
  Hovering your mouse over this eyeball icon will open a Quick Event Preview displaying a summary of the main event details
• Key Info Panel
  This info panel displays key info like the Event Reference #, the Event Date, and the current Event Status
• Status Upgrade Indicator
  This indicator will appear to notify you when higher Event Statuses are available for your event that you may want to consider.  Simply click the icon to reveal the suggestions for your consideration
• Action Buttons
  Use these buttons to take actions on your event, like Saving all changes